JOB MANAGEMENT

Keep every job connected from enquiry to payment.

Joqiva gives UK service businesses one place to manage customer details, site notes, messages, quotes, invoices, files, visit dates, bank-transfer payment status and reminders.

See the job-to-payment workflow demo Compare job management plans

JOB CARD

Job #1042 - John Smith

Quote accepted

Service: Air conditioning installation
Address: 14 King Street, Manchester
Status: Quote accepted
Next action: Create invoice

OverviewMessagesQuoteInvoicePaymentsFilesHistory

Payment

Awaiting bank transfer

UK invoice can show sort code, account number and VAT-ready invoice details where applicable.

EnquiryJobQuoteInvoicePayment reportedPayment confirmedClosed

Each job keeps the work, documents, payment status and history connected from first request to final confirmation.

See how the workflow works in the demo

HOW IT HELPS

How it helps

Use the job card as the working centre for the order, from first request through quote, invoice, payment follow-up and close-out.

Keep job context together

Store customer details, site address, service request, files, source, status and next action in one job record.

Move from job to quote

Create quotes from the job using the original request, service templates, item library and customer context.

Track invoice and payment status

See invoice status, bank-transfer instructions, customer “I’ve paid” reports, owner payment confirmation and reminders from the same job.

What a job record contains

A Joqiva job card keeps the operational details, documents and history together so the next action is always clear.

Customer name, phone, email and site address

Service type, customer type and job source

Preferred, proposed, confirmed and job dates

Current status and next action

Linked quote and invoice

Payment status and reminder history

Files, notes, messages and activity history

JOB TABS

Everything around the job, in one place

Use job tabs to move between the work details, customer messages, quote, invoice, payments, files and history without losing context.

OverviewMessagesQuoteInvoicePaymentsFilesHistory

Overview: customer, site, service and next action
Messages: notes, sent documents and email history
Quote: draft, sent, viewed, accepted or declined
Invoice: invoice status and PDF record
Payments: payment reports and owner payment confirmation
Files: photos, attachments and documents
History: activity and audit trail

Simple visit dates, not full dispatch

Joqiva helps you keep visit dates visible inside the job record without turning the product into a full scheduling or dispatch system.

Preferred date

Proposed visit date

Confirmed visit date

Job date

Upcoming visits view

Joqiva v1 does not include route planning, engineer availability, fleet tracking or a dispatch board.

Find the right job quickly

Search and filters help teams find active work, customer history and payment follow-up without digging through disconnected records.

Search jobs by customer, address, service or reference

Filter jobs by status, date and customer

Find quotes awaiting acceptance

Find invoices awaiting payment or overdue

Use global search across jobs, customers, quotes and invoices

Connected to customer history

Each job links back to the customer record, so service history, quotes, invoices, payments and duplicate warnings stay inside the same workspace.

Customer details

Jobs by customer

Quotes by customer

Invoices by customer

Payments by customer

Duplicate warning by email or phone

EXAMPLE JOB

Example: air conditioning installation

A customer emails about an air conditioning installation. Joqiva helps create a job, keep the site details, prepare a quote, send the customer quote page, create the invoice, show bank-transfer payment details and track the payment report.

Email enquiryJob #1042Quote sentQuote acceptedInvoice sentPayment reportedConfirmed paid

WORKFLOW FIT

Where job management fits

A Joqiva job shows where the order came from, what is attached, what document comes next and whether the bank-transfer payment still needs action.

1Create the job from manual entry, a template, pasted message or reviewed enquiry
2Keep customer, site, files and service context attached
3Prepare and send a quote from the job
4Accept the quote through the customer quote page
5Create an invoice manually or through the workspace auto-invoice policy
6Track bank-transfer payment status and customer “I’ve paid” reports
7Confirm payment and close the job

Workflow diagram. Final interface may change during pre-release.

PLANS

Job management by plan

Starter covers the core job workflow. Pro adds inbox and follow-up automation. Team adds people, permissions and stronger visibility.

Starter

Manage jobs, customers, quotes, invoices, files, basic activity timeline, manual notes, basic overdue list and manual reminders.

Pro

Everything in Starter, plus forwarded email capture, inbound replies, unified inbox, similar recent jobs, quote follow-ups and automatic overdue reminders.

Team

Everything in Pro, plus multiple users, roles, staff assignment, admin controls, accountant read-only access and audit log visibility.

CLEAR BOUNDARIES

Clear boundaries

Joqiva keeps the job workflow focused on admin, documents, payment status and reminders without promising unsupported dispatch or payment features.

No full dispatch.

No route planning.

No fleet tracking.

No payment processing.

No card payments or Stripe Connect.

No accounting replacement.

No multiple workspaces.

No permanent free plan.

Customers pay directly into your bank account.

Related feature pages

Follow the connected workflow across enquiries, customer records, quotes, invoices and bank-transfer payment tracking.

Keep the job moving to confirmed payment

See how Joqiva keeps the order connected from enquiry to accepted quote, invoice, bank-transfer payment tracking, reminders and close-out.

Start with the demo View plans